AXS Change Finance ESG ETF
CHGX
CHGX was delisted on the 4th of April, 2025.
32 hedge funds and large institutions have $42.9M invested in AXS Change Finance ESG ETF in 2024 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 13 increasing their positions, 11 reducing their positions, and 9 closing their positions.
293% more call options, than puts
Call options by funds: $4.21M | Put options by funds: $1.07M
18% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 11
1.46% less ownership
Funds ownership: 36.01% → 34.56% (-1.5%)
7% less capital invested
Capital invested by funds: $46M → $42.9M (-$3.12M)
20% less funds holding
Funds holding: 40 → 32 (-8)
78% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 9
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WWA
WCG Wealth Advisors
Las Vegas,
Nevada
|
+$1.03M |
| 2 |
TRCT
Tower Research Capital (TRC)
New York
|
+$507K |
| 3 |
SI
Seeds Investor
New York
|
+$316K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$242K |
| 5 |
PI
PFG Investments
Woodbury,
New York
|
+$191K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$457K |
| 2 |
Mercer Global Advisors
Denver,
Colorado
|
-$415K |
| 3 |
Jane Street
New York
|
-$372K |
| 4 |
MI
Moneywise Inc
Forest,
Virginia
|
-$358K |
| 5 |
Creative Planning
Overland Park,
Kansas
|
-$358K |
CHGX Hedge Fund Activity: Q2 2024 in Review
32 of the 6,936 institutional investors tracked by Wall St. Rank reported a position in AXS Change Finance ESG ETF (CHGX) for Q2 2024, worth a combined $42.9M — down 6.8% from $46M a quarter earlier.
Sellers outnumbered buyers: 9 funds closed out of CHGX and 2 opened new positions — a net loss of 7 holders — while 11 trimmed existing stakes and 13 added.
The largest buyer was WCG Wealth Advisors, adding an estimated $1.03M. The largest seller was Envestnet Asset Management, cutting an estimated $457K.
- 32 institutional investors held AXS Change Finance ESG ETF (CHGX) as of Q2 2024, down from 40 in Q1 2024.
- Funds reported $42.9M of AXS Change Finance ESG ETF stock for Q2 2024, down 6.8% quarter-over-quarter.
- 2 funds opened new AXS Change Finance ESG ETF positions in Q2 2024 and 9 closed out, a net change of -7 holders.
- The largest AXS Change Finance ESG ETF buyer in Q2 2024 was WCG Wealth Advisors, an estimated $1.03M added.
- The largest AXS Change Finance ESG ETF seller in Q2 2024 was Envestnet Asset Management, an estimated $457K sold.
Based on aggregated 13F filings for Q2 2024.